Which Way is Bermuda?

I get asked a lot about time management and prioritization.  People are always looking for better ways to figure out how to focus on what’s important and how to eliminate some of the many distractions that suck away time.  I keep coming back to an analogy that my family has used over the years whenever someone has a big decision to make.  After discussing the pro’s and con’s of any given decision, someone will always ask “which way is Bermuda” – which is our way of asking “what’s the bigger goal”.

The Newport to Bermuda race is an annual event where yachtsmen and women come from all over the world to compete in a 3 day ocean race between Newport, Rhode Island and Hamilton, Bermuda. The main strategic obstacle in this race is the Gulf Stream – a broad, warm water ocean current which flows northward along the Atlantic coast.

Over the course of 3 days and nights, the team members sail and navigate the boat in shifts, usually 4 hours on and 4 hours off. On the first night of the race, three of the crew members were hunched over a chart debating the relative merits of taking a tack offshore. They were comparing the weather reports which said that the wind was better further to the east, and the Gulf Stream chart which showed a particular area where the current would be more strongly against them in that area.

As they carried out their discussion, the captain came up on deck. He listened to both sides for a few minutes and then asked the team one question. “Which way is Bermuda?” They gave him a compass heading and he responded “sail towards Bermuda” and went back down below to finish his rest. While the “straight up the middle” approach is not always the appropriate solution, you cannot be successful if you don’t know where you are trying to get to in the first place.  Or, to quote the Cheshire Cat, “If you don’t know where you are going, any road will get you there…”

When you find yourself in a situation where you have competing priorities, and need to define a direction for your team,  having a clear vision of your larger personal and organizational goals will help you decide what to do first.  The more clear your team’s vision and mission is, and the more actionable it is, the easier it will be to sort through those choices.

Need help with your leadership planning?  Contact me to take your management skills to the next level!

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Who’s Afraid of the Big Bad Management Team?

Does the thought of presenting to upper management make your knees knock? Do you spend days on the presentation only to spend your 5 minutes in the spotlight talking to your shoes while the executives yawn and sneak peeks at their Blackberries? For many new managers being asked to present a proposal to the company executives is about as much fun as being asked to clean out the port-a-potties at the Boston Marathon. But fear not, you too can get through this management challenge by using the right strategies and techniques.

1. It’s a Commercial – OK so you’re not Billy Mays (which is probably a good thing since he has died and gone to pitch heaven) but you should still make your proposal compelling. Focus on the benefits to the organization and make a solid argument for your point of view.

2. Do Your Homework
– Make sure you have thought through the pro’s and con’s. Be prepared for questions that might come up and have some smooth answers ready.

3. Use a Visual – It’s no secret – executives love graphs, charts and other visual aids. Find some research that supports your position (there’s this cool place called “the internet” where you can find a ton of free resources to help save you time and strengthen your case).

4. Brief is Better
– Give your headline, throw down your supporting details, wrap it up and let them ask questions. If your concept is compelling, you can give more details (make sure you have them!) but it’s better to wait for that request than to waste the big boss’s time.

If you would rather die in a fire than speak in public, take a class or find a Toastmasters group in your area. Being able to present your ideas to a group is a skill you will need throughout your management career so it’s well worth a little effort to get comfortable on the podium. Remember that the management team is chock full of people just like you, but if I were you I wouldn’t picture them in their underwear…

Do you need help communicating with management?  Contact me to find out what a little coaching can do for your career!

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As Promised – Very Long Post on Managing Remote Teams

Sometimes I feel like Wilma Flintstone when I talk about the remote access options I had when I started working, and it wasn’t even that long ago. Dial up? No cell phones? How did we live? Now I can do about 60% of my job with just my Blackberry, and I can do the other 40% from any computer with an internet connection. While advances in remote access and flexible work options have been multiplying like bunnies, management practices have been slower to catch up. Many companies are still reluctant to allow people to work from anywhere, even though their technology supports it. The old school thinking assumes that if you can’t see your people working, they must not be.

But change is happening. Sometimes one person at a time, companies are slowly integrating flexibility into every department across the enterprise. Not only salespeople or customer service representatives, but accountants and HR managers are discovering the benefits of working from home (or anywhere really)! With this great new flexibility comes a change in how management happens. The old paradigms that were created with the 9-5 office workforce don’t work as well when people are not physically in the same space, and especially when people are working on vastly different schedules.

The More Things Change…
The old adage holds true – the more things change, the more they stay the same. Some of the fundamentals of running a team stay exactly the same no matter where your people are located. Here are some examples:

  1. Communication – You will still need to keep the lines of communication open between yourself and your team, as well as your team members. If you used to have a team meeting on Friday mornings, keep doing it! Get together at a coffee shop or the office if you are physically near one another, or use technology to have a virtual chat session using a tool like Virtual Meeting or Skype. Use IM or the phone to make sure you are touching base consistently.
  2. Clear Goals – Whether your people are in the next room or half way around the world, clearly defined goals are the best way to get results. Spend some time using the SMART goal planning process so that you know you and your team are on the same page about what’s important and when it’s due. Teams with clear goals move forward efficiently – teams that lack direction flounder and waste time.
  3. Feedback – It’s actually harder to stay motivated when you are working alone than when you are surrounded by activity. This is especially true if you’re struggling with a challenge. Keep on top of what the people on your team are working on and offer support, feedback and direction on a regular basis. Be responsive if questions or concerns arise, and hold people to deadlines. Small corrections to steer your team in the right direction are much easier than drastic adjustments if things are off the rails.

New Tools
While the fundamentals are the same, the processes of running a remote team are different and vary depending on the industry and type of work that you are doing. Most flexible environments (especially when people are working during different times of the day) require some tools to keep everyone up to date. From simple tools like IM, email and voicemail to more complex project management packages like Central Desktop or SharePoint, there are plenty of options to allow you to interact with your team members, and in turn for individuals on the team to work with one another.

BNET published a great list of tools for remote teams, but technology continues to evolve at a rapid pace so any article on this topic is outdated a week after it’s written. Cloud based solutions are becoming more prevalent and can be an excellent solution for distributed users. When you are considering tools for your team, be sure to prioritize what’s important for your individual situation. For example a sales team will need a real time CRM solution where they can log interactions with customers so that other members of the team have up to date information about the status of proposals and the sales process. An HR team will need the ability to receive and distribute information such as resumes in an efficient manner, and will probably need to have an excellent document management solution. No matter what industry or functional group your team operates in, there are solutions for your specific situation.

Ultimately a well run remote team has to operate as a ROWE. What’s that, you ask? It’s a Results Only Work Environment. The most well known company to implement a ROWE was Best Buy in 2007 . The concept is deceptively simple – judge people on the work they do, not where or how it gets done. Many organizations have embraced the concept of performance metrics either through the implementation of the balanced scorecard or through compliance frameworks such as ITIL and COBIT (in the tech world). So ideally transitioning to a ROWE is as easy as defining success metrics for each position and then focusing solely on those metrics to measure the performance of each individual contributor.

While your organization may not be ready to transition fully to this model, understanding the mechanics of the ROWE will help as you craft policies for flexible and remote workers.

Potential Pitfalls
As with every major shift in process, transitioning from a team that works together in an office to a distributed workgroup can present some challenges. No matter how well your communication tools work, there are some things that get lost in translation. Here are some things to watch out for as you move towards a remote workforce:

Lack of Collaboration – If your team members are being judged solely on their own performance and being allowed to create a totally flexible schedule, it can put a big damper on teamwork. If I’ve finished my work for the week and am planning to head out for a long weekend, why should I stop and help a team member with a project that doesn’t actually count towards my own goals? You will still need to foster a sense of teamwork and collaboration, and reward people for supporting one another wherever possible.

Efficiency – There’s no doubt that it’s easier to grab your team and pull them into a conference room for a quick stand up meeting when you are all in the same space. Doing this across the miles, particularly when some team members are working odd hours can be challenging. You may end up wasting a lot of time waiting for an opportunity when everyone is available at once. There are two main ways to deal with this challenge:

  1. Use collaboration tools that include forums and create a discussion point for the issue rather than trying to do it in real time. The 2-3 days you might spend finding a time that works on everyone’s calendar can be used to debate the point in asynchronous sessions.
  2. Have an ad-hoc dial up conference calling service and have 2-5 windows of time during the week where team members are required to be available by phone. You don’t have to use them, but if you need to grab everyone for a quick virtual meeting, pick the next available slot and tell everyone it’s a mandatory call.

Getting Disconnected – I mean this both in the literal sense and metaphorically as well. Remote teams are highly dependent on technology, and sooner or later a time will come when something disrupts the flow of information. Whether it’s an outage in the main office or some other situation that causes one or more people to be without their tools, contingency plans are a must for remote teams. While you will have to balance the number of access points to your systems against your organizational and industry need for security, the more ways that people can work, the better as far as productivity is concerned.

But what about the other kind of disconnect? In order to maintain a strong sense of community between your team members, your communication skills need to be exceptional. A manager who sees their team members every day can pick up on their moods, their ups and downs, their frustrations through observing body language. With a remote team you will need to be far more proactive about responding to small hints and clues in email and voicemail. Tone of voice and tenor of communication become highly important. When in doubt ask extra questions and clarify anything that seems questionable. Don’t let frustration fester – address issues quickly and clearly to prevent a small irritation from becoming a big mess.

Managing a remote team is both art and science. There is no single solution that will work for all people in all situations. Personalities come into play, as does the nature of the work your team is doing. You’ll probably need a trial and error period to figure out what works and what doesn’t. This is a great time to get feedback from your team about what’s working for them and make this a collaborative effort for everyone involved. But the rewards of creating a flexible environment are big. Check out these results from a Cisco survey completed in 2008 and published by SHRM:

  • 83 percent said their ability to communicate and collaborate with workers was the same, if not better, as when they worked on-site.
  • 75 percent said the timeliness of their work improved.
  • 69 percent reported higher productivity. Sixty percent of the time they saved via telecommuting they applied to work; the other 40 percent they applied to personal use.
  • 67 percent of workers said the overall quality of their work improved.

I know this has been a long post, but I wanted to put this all together in one document rather than splitting it up and making my great readers hunt around for the pieces. As always if you are looking for advice or guidance on management, remote or otherwise, please let me know – I’d be glad to help you create a plan that works for your team!

Posted in Communication, Delegation, General, leadership, Staff Development, Team Building, Technical Management, Tools | Tagged , , , , , , | 1 Comment

A Different Kind of Rowe

Yesterday I talked about the ROWE as in Results Only Work Environment, and today I had every intention of posting a long article on managing a remote team.  But then I came across this video of Mike Rowe speaking at TED and was struck by several things:

  1. I could not talk about sheep testicles on stage in front of several hundred people with a straight face – thankfully I don’t have to.
  2. Sometimes despite the best advice and information we think we have, it’s easy to be wrong.  It’s always better to listen to the people who actually do the job vs. the people who talk about doing the job.
  3. Mike has some great points in here (past the halfway point so hang on through the story at the beginning) about the war on work and how Hollywood, the government and others have been portraying it.

For more about Mike’s advocacy of dirty jobs and trade careers, check out Mike Rowe Works

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Row Row ROWE Your Team

In 2007 Best Buy implemented a Results Only Work Environment or ROWE.  They took the bold step of allowing their employees to work when they wanted, where they wanted, and to measure only the results and not the time spent in the office. The result? 40% more productivity, and a 90% reduction in voluntary turnover.

The ROWE is a hot trend in management and with the explosion of remote access technology over the last 10 years, it’s become possible to introduce flexibility into almost every job and industry. So here’s what you need to know before you jump on the ROWE bandwagon.

  • An effective ROWE is all about the metrics. How do you measure your team’s performance? What are the key performance indicators that employees need to produce in order for your team and your organization to be successful? If you want to be able to manage people to results, you have to know what results are important.
  • Communication is the foundation of a successful ROWE, and that may mean implementing new tools and new ways of managing goals and targets. Technology allows us to be connected nearly anywhere, but beyond just connectivity you will need status updates, real time information and effective feedback tools to keep your team on the same page. From project management software such as Central Desktop to CRM solutions like Salesforce.com, your team will need tools to communicate when they are not physically in the same space or working at the same time.
  • Clearly defined goals are a must. Start every goal planning session by reviewing the SMART criteria – when results are king, everyone needs to agree on the definition of success.

I will be posting more on the subject of managing a remote team later this week – I’d love to hear from you if you manage a remote team, work in a ROWE now, or have any insight that you’d like to share!

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Posted in Building Relationships, Coaching, Communication, Delegation, General, leadership, Motivation, Rewards and Incentives, Setting Goals, Staff Development, Team Building, Technical Management | Tagged , , , , , , , , , , , | 2 Comments

Finding Your Confidence

Leadership and confidence go together like coffee and doughnuts. No one lines up to follow insecure people, and those who project confidence seem to draw followers like moths to the flame. But how do you develop and project confidence when you’re brand new at something? It may seem like an odd place to draw inspiration but try taking a page out of Cher’s book.

Cher? Really? Am I really telling you to emulate a pop star as a management strategy? Yup and here’s why.

In an interview for Behind the Music she said two things which have stuck with me for years:

I don’t have confidence – I don’t do things out of confidence.  I just do them for lack of any other road.

Sometimes taking on a new role can be like driving in the fog – you can only see a few feet in front of you and you have to make decisions based on the information you have.  I’m sure that if Cher could have seen her career from a point 10 years forward in time, she would have had all the confidence she needed to go out on the stage.  But when you don’t know, you have to act anyway.  So lesson #1 is “do it anyway”.  If you don’t know what to do, make a choice and follow it through.  If you make a mistake, learn from it and drive on.  Now for the second quote:

The sad thing is that until you do something, no one believes that you’re going to do it – even you don’t believe it.

It’s all about that first opportunity.  Who didn’t laugh the first time Cher’s name showed up in the credits when she transitioned to acting in movies?  But if you want something – whether it’s your first management job or a big career shift – you have to be your own biggest advocate.  No one is going to come knock on your door and offer you the career of your dreams.  If you want it you have to pursue it relentlessly and believe that it’s worth it.

And it’s that relentless pursuit, that belief in yourself that is the source of your confidence.  It’s the well you can go to when people question whether you can do something or not.  So be thankful you don’t have to go on TV tomorrow in an outfit like this:

All you have to do is project a little confidence and figure out your next move!

Have a leadership challenge?  Ask a question – I’d love to hear from you!

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Communicating at All Levels of the Organization

When you launch a new initiative with your team, do you use the same presentation you used when you talked to the management team?  Don’t!  Different levels of the organization want and need different information so be sure you are customizing your communication to your audience.  Here are some focus points for each group:

CEO – Focus on business benefits and competitive advantage.  If you are proposing a new initiative or requesting approval for training or other tools for your team, the CEO will want to know how it fits in with the vision/mission of the organization and how it benefits the company as a whole.

CFO – Three words…  cost benefit analysis.  Anytime you are presenting to the finance department you should be providing a spreadsheet with a clear analysis (including supporting documentation for where you got your numbers) on how much it will cost and what the return on that investment will be.  The shorter the time period over which a project will pay for itself, the more likely the CFO will be interested in hearing more about it.

COO – Does your new initiative create efficiencies within the organization?  Have you figured out where it fits within existing standards and procedures?  If you want the COO on your side, you have to go beyond the “great idea” stage and get into how your project will impact other parts of the organization, and what resources you will need to be successful.

Your Manager – Before you can take an idea to the senior management team, you need to get your own manager on board.  The C-level presentation is basically a highlight reel of the more in-depth analysis you do for your boss.  So include all of the information above, as well as more detail on your team.  Who will be involved in the project?  What goals (team and personal) does the project achieve?  How does it fit into the personal development plans of your staff members?  Who will be accountable for the results?

Your Team – At the team level your communication needs to accomplish two goals.  1) Get everyone excited and enthusiastic about the project.  2) Present a tactical plan which clearly outlines the roles and responsibilities of each team member.  Since most people are not sitting around with time to spare, you will also want to communicate how tasks associated with this project should be prioritized.  What can your team members put aside in order to make time for this new initiative?

Peers and Other Departments – Inter-departmental collaboration is a fact of life in most organizations.  Maybe you will be adding new staff for this project (in which case you need to involve HR and IT at a minimum) or perhaps it’s a new product so Sales/Marketing need to be on your side.  Either way you will want to clearly articulate what you need from each group, what deadlines exist, and how the project will be managed.  Don’t expect to drop out of the sky with a pile of requests and be received with open arms – make sure you are asking for help, not demanding service.

Communication is a critical component of management.  Balancing the needs of different parts of the organization and understanding the whole system is the first step in being seen as a leader throughout the company.

Need more info on leadership and management?  Contact me to get ideas and tools to take your management skills to the next level!

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Posted in Building Relationships, Calculating ROI, Communication, General, leadership, Motivation, Prioritization, Setting Goals, Staff Development, Team Building, Transition to Management | Tagged , , , , , , , , , , , , , | Leave a comment